Position in WFC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,239
+$1,238 QoQ
Shares Held
15
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,851
of 2,858 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Fairway Wealth LLC holds $361,223 across 3 Banks - Diversified names. WFC ranks #3 (0.3% of the industry book) .
All Filings in WFC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,239 | 15 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1 | 0 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $4,100 | 44 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1 | 0 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1 | 0 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1 | 0 | Shares | Sole | 2025-04-29 | |
| 2024-06-30 | $1,603 | 27 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||